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Cheryl Smith

Economist and Portfolio Manager

Trillium Asset Management

United States, Massachusetts, Boston

About Me

Cheryl Smith is an Economist and Portfolio Manager. She leads the fixed income management process, is Lead Portfolio Manager on Trillium’s ESG Large Cap Core Strategy, and a Portfolio Manager on Trillium's ESG Core Equity and ESG Growth and Income strategies. Cheryl also serves as co-manager of the Green Century Balanced Fund, for which Trillium is the sub-advisor. She began her investment management career at Trillium in 1987. In 1992 she joined Boston Trust & Investment Management Company (now known as Walden Asset Management) as Vice President and Portfolio Manager, before rejoining Trillium in the fall of 1997.

Profile Information

Economist and Portfolio Manager

Trillium Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Aug 20, 2024

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